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PREMIUM: INDEX FUND TRANSFORMATION

March 3, 2016
On air this week, as it’s the winter pledge season on Public Television, we are revisiting a popular recent program. Can a better understanding of Wall Street help us become more successful investors? We are joined by Jason Zweig, a highly respected financial journalist, “The Intelligent Investor” columnist at The Wall Street Journal and author. His latest book, The Devil’s Financial Dictionary provides an entertaining, informative and insightful look into Wall Street’s true nature. You can watch this episode here.

NEW THIS WEEK

When John C. Bogle created the first index mutual fund some 40 years ago, now the Vanguard 500 Index Fund, his goal was to enable individual investors to participate in the market’s performance for the long term at minimum cost. Little did he know that the $11 million put into his index fund in 1975 would explode into a huge industry with $4 trillion in assets today. In a Viewpoint commentary, recently published in the Financial Analysts Journal, Bogle traces the extraordinary history of the industry he created and how much it has changed, for better and for worse, from his original intent.

PREMIUM: WEITZ

February 24, 2016

Valuable Losses

A rare interview with Great Value Investor Wally Weitz on finding opportunities where others are seeing losses.

PREMIUM: NADEL

February 17, 2016

International Small Cap Value

David Nadel, Portfolio Manager of 2015’s number one foreign fund, Royce International Premier Fund explains why international small cap companies deserve a place in everyone’s portfolio.

PREMIUM: DIMELLA

February 10, 2016

Muni Advantage

Most investments lost ground in 2015’s volatile markets and continue to do so this year. One of the few asset classes to deliver positive results was municipal bonds. What’s the outlook for this year? Robert DiMella, co-head of award winning MacKay Municipal Managers and Portfolio Manager of several five star rated muni funds shares his forecast and strategies.

KLEINSCHMIDT: EXCLUSIVE STRATEGY TRANSCRIPT

February 5, 2016

CONSUELO MACK: This week on WEALTHTRACK, swimming against the tide with deep value investor Robert Kleinschmidt. The Tocqueville Fund’s long time portfolio manager finds his best investments in rough seas others flee. His contrarian ideas are next, exclusively on Consuelo Mack WEALTHTRACK. Hello and welcome to this edition of WEALTHTRACK, I’m Consuelo Mack. U.S. bears are coming out of hibernation. Despite the fact that the U.S. economy is still chugging along, “slow but solid” as exclusive WEALTHTRACK guest Ed Hyman described it a few weeks ago, the markets are showing increasing signs of stress. According to this week’s guest the

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